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Orion Properties Inc (ONL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Private Management Group Inc
INCREASED
Shares5,500,856 from 5,357,303
Change+143,553 (+3%)
Value$13.7M (-$1.8M)
Filed 2026-11-04
Dimensional Fund Advisors LP
INCREASED
Shares551,862 from 498,143
Change+53,719 (+11%)
Value$1.4M (-$65.6K)
Filed 2026-11-04
State of Alaska, Department of Revenue
UNCHANGED
Shares189,310 from 189,310
Change0 (0%)
Value$471 (-$546.5K)
Filed 2026-10-15
Bank of New York Mellon Corp
INCREASED
Shares132,206 from 131,950
Change+256 (+0%)
Value$329.2K (-$52.1K)
Filed 2026-11-05
Asset Management One Co., Ltd.
UNCHANGED
Shares81,329 from 81,329
Change0 (0%)
Value$202.5K (-$32.5K)
Filed 2026-10-27
Samalin Investment Counsel, LLC
DECREASED
Shares62,699 from 143,239
Change-80,540 (-56%)
Value$156.1K (-$257.8K)
Filed 2026-10-23
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED
Shares56,151 from 56,151
Change0 (0%)
Value$139.8K (-$22.5K)
Filed 2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares37,889 from 37,889
Change0 (0%)
Value$94.3K (-$15.2K)
Filed 2026-11-05
Bfsg, LLC
UNCHANGED
Shares31,283 from 31,283
Change0 (0%)
Value$77.9K (-$12.5K)
Filed 2026-10-30
Barclays PLC
INCREASED
Shares30,751 from 10,766
Change+19,985 (+186%)
Value$76.6K (+$45.5K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares24,979 from 24,346
Change+633 (+3%)
Value$62 (-$69.9K)
Filed 2026-11-02
Daiwa Securities Group Inc.
INCREASED
Shares20,778 from 18,158
Change+2,620 (+14%)
Value$51.7K (-$740)
Filed 2026-10-29
Dupree Financial Group, LLC
NEW
Shares20,335
Change+20,335
Value$50.6K
Filed 2026-10-09
Strs Ohio
INCREASED
Shares14,700 from 10,500
Change+4,200 (+40%)
Value$36.6K (+$6.3K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares12,634 from 12,618
Change+16 (+0%)
Value$31.5K (-$5.0K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
NEW
Shares11,529
Change+11,529
Value$28.7K
Filed 2026-10-13
Creative Planning
INCREASED
Shares10,898 from 10,658
Change+240 (+2%)
Value$27.1K (-$3.7K)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares4,712 from 24,923
Change-20,211 (-81%)
Value$11.7K (-$60.3K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
INCREASED
Shares4,408 from 4,400
Change+8 (+0%)
Value$11.0K (-$1.7K)
Filed 2026-11-06
Gamma Investing LLC
NEW
Shares3,365
Change+3,365
Value$8.4K
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares2,461 from 2,560
Change-99 (-4%)
Value$6.1K (-$1.3K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares1,761 from 885
Change+876 (+99%)
Value$4.4K (+$1.8K)
Filed 2026-10-08
Cullen T Bankers, Inc.
INCREASED
Shares1,657 from 1,649
Change+8 (+0%)
Value$4.1K (-$641)
Filed 2026-10-28
North Star Investment Management Corp.
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$2.9K (-$468)
Filed 2026-10-27
Sterling Capital Management LLC
DECREASED
Shares1,060 from 1,083
Change-23 (-2%)
Value$2.6K (-$491)
Filed 2026-10-22
Nisa Investment Advisors, LLC
INCREASED
Shares1,027 from 939
Change+88 (+9%)
Value$2.6K (-$154)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$1.8K (-$291)
Filed 2026-10-05
Fortitude Family Office, LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$1.1K (-$172)
Filed 2026-10-14
Simplex Trading, LLC
DECREASED
Shares344 from 555
Change-211 (-38%)
Value$856 (-$747)
Filed 2026-11-04
Bullock Wealth Management Group
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$719 (-$123)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$709 (-$115)
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$500 (-$81)
Filed 2026-11-03
Assetmark, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$498 (-$80)
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares171 from 162
Change+9 (+6%)
Value$426 (-$42)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$374 (-$60)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares137 from 68
Change+69 (+101%)
Value$341 (+$144)
Filed 2026-10-23
Nova Financial LLC
NEW
Shares131
Change+131
Value$326
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$304 (-$49)
Filed 2026-10-14
Lanark Financial, Inc.
DECREASED
Shares109 from 178
Change-69 (-39%)
Value$272 (-$242)
Filed 2026-10-26
Southern Michigan Bank & Trust
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$244 (-$39)
Filed 2026-10-19
Indiana Trust & Investment Management Co
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$217 (-$34)
Filed 2026-10-22
Nfsg Corp
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$217 (-$34)
Filed 2026-10-15
SJS Investment Consulting Inc.
NEW
Shares85
Change+85
Value$212
Filed 2026-10-26
JFS Wealth Advisors, LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$195 (-$31)
Filed 2026-11-03
DeDora Capital, Inc.
NEW
Shares72
Change+72
Value$179
Filed 2026-10-26
Clearstead Advisors, LLC
INCREASED
Shares62 from 7
Change+55 (+786%)
Value$155 (+$134)
Filed 2026-11-06
Private Trust Co NA
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$149 (-$24)
Filed 2026-10-20
Creative Financial Designs Inc
NEW
Shares55
Change+55
Value$137
Filed 2026-11-04
Pacifica Partners Inc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$129 (-$21)
Filed 2026-10-09
Pinnacle Bancorp, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$125 (-$20)
Filed 2026-10-21
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$125 (-$20)
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares37
Change+37
Value$92
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares34 from 35
Change-1 (-3%)
Value$86 (-$14)
Filed 2026-10-08
Barrett & Company, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$70 (-$11)
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares24 from 76
Change-52 (-68%)
Value$59 (-$150)
Filed 2026-10-14
Golden State Wealth Management, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$62 (-$9)
Filed 2026-11-02
Creative Capital Management Investments LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$55 (-$9)
Filed 2026-10-28
Wolff Wiese Magana LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$52 (-$8)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares17
Change+17
Value$42
Filed 2026-10-21
Bare Financial Services, Inc
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$42 (-$7)
Filed 2026-11-04
IFS Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$37 (-$6)
Filed 2026-10-14
IFP Advisors, Inc
NEW
Shares14
Change+14
Value$35
Filed 2026-10-16
Compass Financial Management LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$36 (-$5)
Filed 2026-10-30
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$33 (-$5)
Filed 2026-10-15
First Bancorp, Inc
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$32 (-$6)
Filed 2026-10-26
Triumph Capital Management
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$25 (-$4)
Filed 2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$25 (-$4)
Filed 2026-10-13
Highline Wealth Partners LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$25 (-$4)
Filed 2026-10-19
Hilton Head Capital Partners, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$25 (-$4)
Filed 2026-10-23
Salomon & Ludwin, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$25 (-$4)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$22 (-$3)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$20 (-$3)
Filed 2026-11-05
Markowski Investments
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$20 (-$3)
Filed 2026-10-30
Align Financial, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$20 (-$3)
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares6 from 14
Change-8 (-57%)
Value$15 (-$25)
Filed 2026-10-15
Parallel Advisors, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$15 (-$2)
Filed 2026-11-03
Country Trust Bank
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$15 (-$2)
Filed 2026-10-30
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$13 (-$2)
Filed 2026-10-15
Quaker Wealth Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$13 (-$2)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares3
Change+3
Value$7
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED
Shares3 from 8
Change-5 (-62%)
Value$7 (-$16)
Filed 2026-10-29
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$7 (-$2)
Filed 2026-11-02
Essential Partners LLC
NEW
Shares2
Change+2
Value$5
Filed 2026-10-14
Westside Investment Management, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$5 (-$1)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$5 (-$1)
Filed 2026-10-20
Tsfg, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$0 ($0)
Filed 2026-10-23
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 15,632
Change-15,632 (-100%)
Value$0 (-$45.2K)
Filed 2026-10-26
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 1,450
Change-1,450 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-28
Covestor Ltd
CLOSED
Shares0 from 1,093
Change-1,093 (-100%)
Value$0 (-$3)
Filed 2026-10-30
International Assets Investment Management, LLC
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$194)
Filed 2026-11-02
First Horizon Corp
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$145)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$101)
Filed 2026-10-15
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$98)
Filed 2026-10-21
Investors Research Corp
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$69)
Filed 2026-10-07
Sunrise Financial Services, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$40)
Filed 2026-10-21
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$12)
Filed 2026-10-22
RMG Wealth Management LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$8)
Filed 2026-10-26
BlackRock, Inc.
N/A
Shares— from 4,377,992
Change-4,377,992 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,427,008
Change-2,427,008 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,865,800
Change-1,865,800 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 1,490,428
Change-1,490,428 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 1,385,479
Change-1,385,479 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 1,325,780
Change-1,325,780 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 768,187
Change-768,187 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 708,069
Change-708,069 (-100%)
Value—
Rangeley Capital, LLC
N/A
Shares— from 578,567
Change-578,567 (-100%)
Value—
State Street Corp
N/A
Shares— from 573,274
Change-573,274 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 440,642
Change-440,642 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 414,582
Change-414,582 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 362,930
Change-362,930 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 355,312
Change-355,312 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 351,644
Change-351,644 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 324,418
Change-324,418 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 273,373
Change-273,373 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 255,983
Change-255,983 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 187,425
Change-187,425 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 147,364
Change-147,364 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 112,361
Change-112,361 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 92,200
Change-92,200 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 90,768
Change-90,768 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 85,687
Change-85,687 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 74,204
Change-74,204 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 72,711
Change-72,711 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 71,944
Change-71,944 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 67,879
Change-67,879 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 62,914
Change-62,914 (-100%)
Value—
FMR LLC
N/A
Shares— from 58,134
Change-58,134 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 54,138
Change-54,138 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 53,560
Change-53,560 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 44,076
Change-44,076 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 41,736
Change-41,736 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 39,876
Change-39,876 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 39,566
Change-39,566 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 39,462
Change-39,462 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 35,982
Change-35,982 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 30,904
Change-30,904 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 28,400
Change-28,400 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 28,357
Change-28,357 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 28,191
Change-28,191 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 28,100
Change-28,100 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 27,200
Change-27,200 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 27,084
Change-27,084 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 25,830
Change-25,830 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 24,921
Change-24,921 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 24,748
Change-24,748 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 24,596
Change-24,596 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 19,668
Change-19,668 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 17,561
Change-17,561 (-100%)
Value—
UBS Group AG
N/A
Shares— from 17,292
Change-17,292 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 16,232
Change-16,232 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 13,335
Change-13,335 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 12,957
Change-12,957 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 12,940
Change-12,940 (-100%)
Value—
Beartown Capital Management, LLC
N/A
Shares— from 12,899
Change-12,899 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 12,423
Change-12,423 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,223
Change-12,223 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,536
Change-11,536 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 11,195
Change-11,195 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,298
Change-10,298 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 8,727
Change-8,727 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,272
Change-6,272 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 5,251
Change-5,251 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,269
Change-3,269 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 913
Change-913 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 883
Change-883 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 687
Change-687 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 505
Change-505 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 440
Change-440 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 357
Change-357 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 150
Change-150 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 144
Change-144 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 139
Change-139 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 110
Change-110 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 100
Change-100 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 71
Change-71 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 63
Change-63 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 30
Change-30 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 15
Change-15 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 5
Change-5 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 3
Change-3 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3
Change-3 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1
Change-1 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Private Management Group Inc
INCREASED5,500,8565,357,303+143,553+3%$15.5M$13.7M-$1.8M2026-11-04
Dimensional Fund Advisors LP
INCREASED551,862498,143+53,719+11%$1.4M$1.4M-$65.6K2026-11-04
State of Alaska, Department of Revenue
UNCHANGED189,310189,31000%$547.0K$471-$546.5K2026-10-15
Bank of New York Mellon Corp
INCREASED132,206131,950+256+0%$381.3K$329.2K-$52.1K2026-11-05
Asset Management One Co., Ltd.
UNCHANGED81,32981,32900%$235.0K$202.5K-$32.5K2026-10-27
Samalin Investment Counsel, LLC
DECREASED62,699143,239-80,540-56%$414.0K$156.1K-$257.8K2026-10-23
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED56,15156,15100%$162.3K$139.8K-$22.5K2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED37,88937,88900%$109.5K$94.3K-$15.2K2026-11-05
Bfsg, LLC
UNCHANGED31,28331,28300%$90.4K$77.9K-$12.5K2026-10-30
Barclays PLC
INCREASED30,75110,766+19,985+186%$31.1K$76.6K+$45.5K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED24,97924,346+633+3%$70.0K$62-$69.9K2026-11-02
Daiwa Securities Group Inc.
INCREASED20,77818,158+2,620+14%$52.5K$51.7K-$7402026-10-29
Dupree Financial Group, LLC
NEW20,335—+20,335——$50.6K—2026-10-09
Strs Ohio
INCREASED14,70010,500+4,200+40%$30.3K$36.6K+$6.3K2026-10-30
Commonwealth Equity Services, LLC
INCREASED12,63412,618+16+0%$36.5K$31.5K-$5.0K2026-11-02
SAX Wealth Advisors, LLC
NEW11,529—+11,529——$28.7K—2026-10-13
Creative Planning
INCREASED10,89810,658+240+2%$30.8K$27.1K-$3.7K2026-11-02
Citigroup Inc
DECREASED4,71224,923-20,211-81%$72.0K$11.7K-$60.3K2026-11-04
PNC Financial Services Group, Inc.
INCREASED4,4084,400+8+0%$12.7K$11.0K-$1.7K2026-11-06
Gamma Investing LLC
NEW3,365—+3,365——$8.4K—2026-10-08
Fifth Third Bancorp
DECREASED2,4612,560-99-4%$7.4K$6.1K-$1.3K2026-11-05
Farther Finance Advisors, LLC
INCREASED1,761885+876+99%$2.6K$4.4K+$1.8K2026-10-08
Cullen T Bankers, Inc.
INCREASED1,6571,649+8+0%$4.8K$4.1K-$6412026-10-28
North Star Investment Management Corp.
UNCHANGED1,1701,17000%$3.4K$2.9K-$4682026-10-27
Sterling Capital Management LLC
DECREASED1,0601,083-23-2%$3.1K$2.6K-$4912026-10-22
Nisa Investment Advisors, LLC
INCREASED1,027939+88+9%$2.7K$2.6K-$1542026-10-20
MassMutual Private Wealth & Trust, FSB
UNCHANGED72772700%$2.1K$1.8K-$2912026-10-05
Fortitude Family Office, LLC
UNCHANGED43043000%$1.2K$1.1K-$1722026-10-14
Simplex Trading, LLC
DECREASED344555-211-38%$1.6K$856-$7472026-11-04
Bullock Wealth Management Group
UNCHANGED29429400%$842$719-$1232026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED28528500%$824$709-$1152026-11-04
Financial Perspectives, Inc
UNCHANGED20120100%$581$500-$812026-11-03
Assetmark, Inc
UNCHANGED20020000%$578$498-$802026-10-21
US Bancorp \de\
INCREASED171162+9+6%$468$426-$422026-11-05
Compagnie Lombard Odier SCmA
UNCHANGED15015000%$434$374-$602026-11-04
Signaturefd, LLC
INCREASED13768+69+101%$197$341+$1442026-10-23
Nova Financial LLC
NEW131—+131——$326—2026-11-04
Mather Group, Llc.
UNCHANGED12212200%$353$304-$492026-10-14
Lanark Financial, Inc.
DECREASED109178-69-39%$514$272-$2422026-10-26
Southern Michigan Bank & Trust
UNCHANGED989800%$283$244-$392026-10-19
Indiana Trust & Investment Management Co
UNCHANGED878700%$251$217-$342026-10-22
Nfsg Corp
UNCHANGED878700%$251$217-$342026-10-15
SJS Investment Consulting Inc.
NEW85—+85——$212—2026-10-26
JFS Wealth Advisors, LLC
UNCHANGED787800%$226$195-$312026-11-03
DeDora Capital, Inc.
NEW72—+72——$179—2026-10-26
Clearstead Advisors, LLC
INCREASED627+55+786%$21$155+$1342026-11-06
Private Trust Co NA
UNCHANGED606000%$173$149-$242026-10-20
Creative Financial Designs Inc
NEW55—+55——$137—2026-11-04
Pacifica Partners Inc.
UNCHANGED535300%$150$129-$212026-10-09
Pinnacle Bancorp, Inc.
UNCHANGED505000%$145$125-$202026-10-21
Mirae Asset Global Investments Co., Ltd.
UNCHANGED505000%$145$125-$202026-11-03
Jacobi Capital Management LLC
NEW37—+37——$92—2026-11-05
CoreCap Advisors, LLC
DECREASED3435-1-3%$100$86-$142026-10-08
Barrett & Company, Inc.
UNCHANGED282800%$81$70-$112026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2476-52-68%$209$59-$1502026-10-14
Golden State Wealth Management, LLC
UNCHANGED242400%$71$62-$92026-11-02
Creative Capital Management Investments LLC
UNCHANGED222200%$64$55-$92026-10-28
Wolff Wiese Magana LLC
UNCHANGED212100%$60$52-$82026-10-15
Root Financial Partners, LLC
NEW17—+17——$42—2026-10-21
Bare Financial Services, Inc
UNCHANGED171700%$49$42-$72026-11-04
IFS Advisors, LLC
UNCHANGED151500%$43$37-$62026-10-14
IFP Advisors, Inc
NEW14—+14——$35—2026-10-16
Compass Financial Management LLC
UNCHANGED141400%$41$36-$52026-10-30
Moisand Fitzgerald Tamayo, LLC
UNCHANGED131300%$38$33-$52026-10-15
First Bancorp, Inc
UNCHANGED131300%$38$32-$62026-10-26
Triumph Capital Management
UNCHANGED101000%$29$25-$42026-10-14
Harbor Investment Advisory, LLC
UNCHANGED101000%$29$25-$42026-10-13
Highline Wealth Partners LLC
UNCHANGED101000%$29$25-$42026-10-19
Hilton Head Capital Partners, LLC
UNCHANGED101000%$29$25-$42026-10-23
Salomon & Ludwin, LLC
UNCHANGED101000%$29$25-$42026-10-29
Tounjian Advisory Partners, LLC
UNCHANGED9900%$25$22-$32026-11-04
Larson Financial Group LLC
UNCHANGED8800%$23$20-$32026-11-05
Markowski Investments
UNCHANGED8800%$23$20-$32026-10-30
Align Financial, LLC
UNCHANGED8800%$23$20-$32026-10-16
Blue Trust, Inc.
DECREASED614-8-57%$40$15-$252026-10-15
Parallel Advisors, LLC
UNCHANGED6600%$17$15-$22026-11-03
Country Trust Bank
UNCHANGED6600%$17$15-$22026-10-30
Cherry Tree Wealth Management, LLC
UNCHANGED5500%$15$13-$22026-10-15
Quaker Wealth Management, LLC
UNCHANGED5500%$15$13-$22026-10-22
Ascentis Independent Advisors
NEW3—+3——$7—2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED38-5-62%$23$7-$162026-10-29
Quest 10 Wealth Builders, Inc.
UNCHANGED3300%$9$7-$22026-11-02
Essential Partners LLC
NEW2—+2——$5—2026-10-14
Westside Investment Management, Inc.
UNCHANGED2200%$6$5-$12026-11-02
Physician Wealth Advisors, Inc.
UNCHANGED2200%$6$5-$12026-10-20
Tsfg, LLC
UNCHANGED1100%$0$0$02026-10-23
SmartHarvest Portfolios, LLC
CLOSED015,632-15,632-100%$45.2K$0-$45.2K2026-10-26
Exchange Traded Concepts, LLC
CLOSED01,450-1,450-100%$4.2K$0-$4.2K2026-10-28
Covestor Ltd
CLOSED01,093-1,093-100%$3$0-$32026-10-30
International Assets Investment Management, LLC
CLOSED068-68-100%$194$0-$1942026-11-02
First Horizon Corp
CLOSED050-50-100%$145$0-$1452026-10-26
AdvisorNet Financial, Inc
CLOSED035-35-100%$101$0-$1012026-10-15
Strengthening Families & Communities, LLC
CLOSED034-34-100%$98$0-$982026-10-21
Investors Research Corp
CLOSED024-24-100%$69$0-$692026-10-07
Sunrise Financial Services, LLC
CLOSED014-14-100%$40$0-$402026-10-21
Farmers & Merchants Investments Inc
CLOSED04-4-100%$12$0-$122026-10-22
RMG Wealth Management LLC
CLOSED03-3-100%$8$0-$82026-10-26
BlackRock, Inc.
N/A—4,377,992-4,377,992-100%$12.7M———
Vanguard Capital Management LLC
N/A—2,427,008-2,427,008-100%$7.0M———
Renaissance Technologies LLC
N/A—1,865,800-1,865,800-100%$5.4M———
Parkwood LLC
N/A—1,490,428-1,490,428-100%$4.3M———
J. Goldman & Co LP
N/A—1,385,479-1,385,479-100%$4.0M———
Geode Capital Management, LLC
N/A—1,325,780-1,325,780-100%$3.8M———
RBF Capital, LLC
N/A—1,000,000-1,000,000-100%$2.9M———
Marshall Wace, LLP
N/A—768,187-768,187-100%$2.2M———
Two Sigma Investments, LP
N/A—708,069-708,069-100%$2.0M———
Rangeley Capital, LLC
N/A—578,567-578,567-100%$1.7M———
State Street Corp
N/A—573,274-573,274-100%$1.7M———
Charles Schwab Investment Management Inc
N/A—440,642-440,642-100%$1.3M———
Northern Trust Corp
N/A—414,582-414,582-100%$1.2M———
Vanguard Portfolio Management LLC
N/A—362,930-362,930-100%$1.0M———
Vanguard Fiduciary Trust Co
N/A—355,312-355,312-100%$1.0M———
Morgan Stanley
N/A—351,644-351,644-100%$1.0M———
Cambria Investment Management, L.P.
N/A—324,418-324,418-100%$937.6K———
D. E. Shaw & Co., Inc.
N/A—273,373-273,373-100%$790.0K———
Raymond James Financial Inc
N/A—255,983-255,983-100%$739.8K———
Goldman Sachs Group Inc
N/A—187,425-187,425-100%$541.7K———
GSA Capital Partners LLP
N/A—147,364-147,364-100%$426.0K———
Lazard Asset Management LLC
N/A—112,361-112,361-100%$324.7K———
Nomura Asset Management Co LTD
N/A—92,200-92,200-100%$266.5K———
Quinn Opportunity Partners LLC
N/A—90,768-90,768-100%$262.3K———
Invesco Ltd.
N/A—85,687-85,687-100%$247.6K———
Deutsche Bank Ag\
N/A—74,204-74,204-100%$214.5K———
Engineers Gate Manager LP
N/A—72,711-72,711-100%$210.1K———
Nuveen, LLC
N/A—71,944-71,944-100%$207.9K———
LPL Financial LLC
N/A—67,879-67,879-100%$196.2K———
Jacobs Levy Equity Management, Inc
N/A—62,914-62,914-100%$181.8K———
FMR LLC
N/A—58,134-58,134-100%$168.0K———
Stifel Financial Corp
N/A—54,138-54,138-100%$156.5K———
Wells Fargo & Company
N/A—53,560-53,560-100%$154.8K———
Price T Rowe Associates Inc
N/A—44,076-44,076-100%$128.0K———
AXQ Capital, LP
N/A—41,736-41,736-100%$120.6K———
Meeder Asset Management Inc
N/A—39,876-39,876-100%$115.2K———
Mariner, LLC
N/A—39,566-39,566-100%$114.3K———
Rhumbline Advisers
N/A—39,462-39,462-100%$114.0K———
Susquehanna International Group, LLP
N/A—35,982-35,982-100%$104.0K———
Bank of America Corp
N/A—30,904-30,904-100%$89.3K———
State of Wisconsin Investment Board
N/A—28,400-28,400-100%$82.1K———
Vanguard Global Advisers, LLC
N/A—28,357-28,357-100%$82.0K———
AQR Capital Management LLC
N/A—28,191-28,191-100%$81.5K———
New York State Common Retirement Fund
N/A—28,100-28,100-100%$81.2K———
Omers Administration Corp
N/A—27,200-27,200-100%$78.6K———
XTX Topco Ltd
N/A—27,084-27,084-100%$78.3K———
Jain Global LLC
N/A—25,830-25,830-100%$74.6K———
Prudential Financial Inc
N/A—24,921-24,921-100%$72.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—24,748-24,748-100%$71.5K———
JPMorgan Chase & Co
N/A—24,596-24,596-100%$73.3K———
Resona Asset Management Co.,Ltd.
N/A—19,668-19,668-100%$58.4K———
Public Employees Retirement System of Ohio
N/A—17,561-17,561-100%$50.8K———
UBS Group AG
N/A—17,292-17,292-100%$50.0K———
Police & Firemen's Retirement System of New Jersey
N/A—16,232-16,232-100%$46.9K———
MAI Capital Management
N/A—13,335-13,335-100%$38.8K———
Bank of Montreal
N/A—12,957-12,957-100%$37.4K———
BNP Paribas Financial Markets
N/A—12,940-12,940-100%$37.4K———
Beartown Capital Management, LLC
N/A—12,899-12,899-100%$37.3K———
Quantinno Capital Management LP
N/A—12,423-12,423-100%$35.9K———
Royal Bank of Canada
N/A—12,223-12,223-100%$35.0K———
Gabelli Funds LLC
N/A—12,000-12,000-100%$34.7K———
Private Advisor Group, LLC
N/A—11,536-11,536-100%$33.3K———
Intech Investment Management LLC
N/A—11,195-11,195-100%$32.4K———
Cetera Investment Advisers
N/A—10,298-10,298-100%$29.8K———
Russell Investments Group, Ltd.
N/A—8,727-8,727-100%$25.2K———
Osaic Holdings, Inc.
N/A—6,272-6,272-100%$18.1K———
Legal & General Group Plc
N/A—5,251-5,251-100%$15.2K———
Ameritas Investment Partners, Inc.
N/A—4,878-4,878-100%$14.1K———
Tower Research Capital LLC (TRC)
N/A—3,269-3,269-100%$9.4K———
MetLife Investment Management, LLC
N/A—1,473-1,473-100%$4.3K———
Allworth Financial LP
N/A—1,273-1,273-100%$3.7K———
Harbour Investments, Inc.
N/A—913-913-100%$2.6K———
Arax Advisory Partners
N/A—883-883-100%$2.6K———
Steward Partners Investment Advisory, LLC
N/A—687-687-100%$2.0K———
Jones Financial Companies Lllp
N/A—505-505-100%$1.5K———
Ameritas Advisory Services, LLC
N/A—477-477-100%$1.4K———
Northwestern Mutual Wealth Management Co
N/A—440-440-100%$1.3K———
LRI Investments, LLC
N/A—428-428-100%$1.2K———
Rockefeller Capital Management L.P.
N/A—357-357-100%$1.0K———
Basecamp Wealth Advisors LLC
N/A—263-263-100%$760———
IFG Advisory, LLC
N/A—190-190-100%$550———
Global Retirement Partners, LLC
N/A—175-175-100%$506———
Tidemark, LLC
N/A—167-167-100%$483———
Merrithew & Thorsten Inc
N/A—150-150-100%$0———
BFC Planning, Inc.
N/A—144-144-100%$417———
Caldwell Sutter Capital, Inc.
N/A—140-140-100%$405———
Berthel, Fisher & Company Financial Services, Inc.
N/A—139-139-100%$403———
NewEdge Advisors, LLC
N/A—110-110-100%$317———
Atlantic Union Bankshares Corp
N/A—110-110-100%$318———
Premier Financial Group
N/A—100-100-100%$289———
Fortis Group Advisors, LLC
N/A—95-95-100%$275———
HM Payson & Co
N/A—71-71-100%$206———
National Bank of Canada
N/A—63-63-100%$182———
Anchor Investment Management, LLC
N/A—57-57-100%$166———
Darwin Wealth Management, LLC
N/A—50-50-100%$147———
Transamerica Financial Advisors, LLC
N/A—42-42-100%$122———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—30-30-100%$87———
Continuum Advisory, LLC
N/A—20-20-100%$58———
ST Germain D J Co Inc
N/A—18-18-100%$53———
Smartleaf Asset Management LLC
N/A—15-15-100%$45———
Bravera Wealth
N/A—15-15-100%$43———
Vision Retirement, LLC
N/A—15-15-100%$43———
Financial Gravity Companies, Inc.
N/A—12-12-100%$35———
Allied Private Wealth LLC
N/A—11-11-100%$31———
Boyd Watterson Asset Management LLC
N/A—10-10-100%$29———
Westend Capital Management, LLC
N/A—10-10-100%$29———
Strategic Wealth Partners, Ltd.
N/A—10-10-100%$29———
Millstone Evans Group, LLC
N/A—9-9-100%$26———
Medallion Wealth Advisors, LLC
N/A—7-7-100%$20———
Park Place Capital Corp
N/A—5-5-100%$14———
Optiver Holding B.V.
N/A—4-4-100%$12———
Quent Capital, LLC
N/A—4-4-100%$12———
Whittier Trust Co of Nevada Inc
N/A—3-3-100%$8———
SHP Wealth Management
N/A—3-3-100%$9———
Federation des caisses Desjardins du Quebec
N/A—1-1-100%$3———
BOK Financial Private Wealth, Inc.
N/A—00—$30———
Showing 213 of 213 institutions